Become a trusted financial partner with Coast Capital as a Member Advice Specialist in Kelowna. Engage with our members to enhance their financial wellness through tailored advice and exceptional customer service. This full time role at our Kelowna branch invites candidates with at least three years of experience in financial services.

You will assist members with their credit needs, promote investment products, and deliver outstanding customer care. Your ability to build relationships and identify sales opportunities will be key in fulfilling our mission to support every Canadian's financial journey. Key Responsibilities:
Provide helpful guidance on personal credit options
Promote and sell investment products, including mutual funds




Set up electronic banking services for customers
Collaborate with team members to achieve sales goals
Deliver consistently positive customer experiences Requirements:
Three years of experience in banking or credit unions
Certificate in Investment Funds in Canada required
Robust relationship-building skills
Cooperative team player with a proactive approach
Multi-tasking ability with high attention to detail Utilize your financial expertise to empower Coast Capital members in Kelowna.

📌 Member Advice Specialist At Coast Capital Kelowna (Canada)
🏢 Coast Capital Savings
📍 Canada